Getting Started & FAQs

Accessing the Site

• User Registration
• User Login
• Forgot Your Password?
• Change Your Password
• User Logout

Accessing Rooms

• My Rooms
• Interactive Help

Room Navigation

• Room Navigation Overview
• Room Folders List
• Room Documents List
• Document Viewer
• File Information Panel
• Index View

See all 8 articles

Uploading & Downloading Content

• Uploading Documents & Folders
• Downloading Documents & Folders
• My Downloads

Creating Document Requests

• How can I create a Document Request?

Folder Notifications

• How can I configure notifications on Folders?
• How can I change notifications on Folders?
• My Notifications

Document Versions

• How can I upload a new version of a document?
• Version Management

Using Notes & Tags

• Creating Personal Tags in a Room
• Tagging and Coding Documents
• Using Document Notes

Searching Rooms

• Quick Search
• Advanced Search
• Full Text Search Syntax

Quarantine / Unquarantine Documents

• How can I quarantine documents?
• How can I unquarantine documents?

Slipsheet / Unslipsheet Documents

• How can I slipsheet documents?
• How can I unslipsheet documents?

Using Work Lists

• Who can create and see Work Lists?
• What actions can be done on Work List Items?
• How can I upload Attachments to Work List Items?
• How can I download List Items Attachments?

Sharing Documents

• Sharing Documents
• How can I share documents?
• How can I unshare documents?
• How can I edit shared documents?
• What happens when a shared document expires?

Redaction

• Redacting Documents

Productions

• How do I create a New Production?
• Numbering Documents
• Producing Documents
• How do I download a Production?
• How do I delete a Production?

Room FAQs

• Troubleshooting Uploads
• How do I download documents and folders?
• How do I upload documents and folders?
• Why are some folders in my list grayed out?
• How do I pop out the Document Viewer to another browser tab?
• How do I respond to a Document Request that I've received?